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From Local Limits to National Growth: The Banner & Shield Transformation

Exterior Cleaning Services

Quick Recap, TL;DR

Rebrand + systems + strategy = a business built for scale.

Patriot Exterior Services was maxed out: trusted locally, but stuck in admin overload and missed opportunities.With a rebrand, streamlined systems, and a digital presence that actually books jobs, they became Banner & Shield.

Today, the owner isn't chasing the business, the business is working for him.


The Problems

What Wasn't Working

Running a good crew doesn't always mean running a good business. Here's where Patriot Exterior Services kept hitting walls:
  • Owner stuck in the weeds: nights and weekends lost to scheduling, invoicing, and chasing follow-ups.
  • Growth capped: no bandwidth or systems to handle more work, even when the calls came in.
  • Booking was a hassle: too many steps for customers, too much friction to close jobs.
  • Brand held them back: while trusted in person, their website and visuals didn't convey the same credibility online.
  • No backbone systems: no organizational systems, no automation, no workflows to keep things moving when the owner couldn't.

Like a lot of service companies, the work was solid but the business behind it wasn’t built to run without constant babysitting.


The Launchpoint Way

Our Process

Step 1 — Discovery & Strategy

We sat down with the owner and laid everything on the table, what was working, what wasn’t, and where the headaches lived. It was clear: too much admin, not enough systems, and a brand that no longer matched the quality of the work.

This business audit gave us the playbook for what to fix first and it’s the same first step we offer any home service business.

Step 2 — Rebrand & Identity Development

The old name, Patriot Exterior Services, blended in. It worked locally, but it didn’t stand out or set them up for bigger opportunities.

We reintroduced them as Banner & Shield: a veteran-owned brand built on strength, trust, and discipline, the same values that defined the team behind it.

What We Built:

  • A name that carries weight: Banner & Shield sounds strong, memorable, and built to last.
  • A look that earns trust: from the trucks to the website, the brand now looks as professional as the crew on the job.
  • Messaging that matches the work: steady, confident, and built on the discipline of a veteran-led team.
  • Consistency everywhere: no more mix-and-match; the same brand shows up across gear, vehicles, online, and in the community.

Now, instead of looking like “just another local outfit,” Banner & Shield shows up like the veteran-led company it is one homeowners trust and one that stands ready for growth.

banner and shield branding

Step 3 — FlowOps Implementation + Website Design

A new brand only matters if the business behind it can keep up. So we built the backbone: our FlowOps system paired with a website that actually books jobs. Here’s what changed:

  • Built for the phone, not the brochure: mobile-first design with simple buttons and trust signals homeowners notice.
  • Easy booking: customers can schedule or request a quote without back-and-forth calls.
  • All leads in one place: a Customer Relationship Management (CRM) system that tracks every job, customer, and follow-up so nothing slips through the cracks.
  • Automation that works while you work: reminders, scheduling, and follow-ups that used to eat hours now run on autopilot.
  • From click to repeat customer: every step, from first interest to booked job to coming back again, was mapped and tightened.

The result? Banner & Shield’s website isn’t just a digital business card it’s a growth engine that brings in customers and keeps them.

Banner and Shield Landing Page

Banner & Shield

Step 4 — Getting Seen (and Booked)

A sharp brand and a solid website don’t matter if nobody finds you. So using CampaignOps, we built Banner & Shield’s presence where it counts online and in front of customers ready to buy.

Here’s what that looked like:

Social proof: professional photos, videos, and graphics that showed off the crew and the work. Ads that convert: campaigns designed to put Banner & Shield in front of the right homeowners at the right time. Found on Google: SEO-focused content so the company shows up when people search for window cleaning and exterior services.

The result: instead of relying on word-of-mouth alone, Banner & Shield now has a steady pipeline of new leads finding them online every day.

Step 5 — Test, Tweak, Launch

No one wants a shiny new system that breaks the first time it’s used. So before going live, we stress-tested everything: site, booking, CRM, automations—across every device.

The goal: make sure it all worked as smoothly on a homeowner’s iPhone as it did in the office.

The result: a reliable platform Banner & Shield could trust to run jobs, handle customers, and keep growing without hiccups.

Step 6 — Ongoing Support That Sticks

We don’t just flip the switch and disappear. Banner & Shield’s transformation kept building after launch, with us in their corner to keep things running and growing. What that looks like:

  • Staying visible: ongoing SEO work so they show up in new markets.
  • Fresh creative: updated photos, videos, and content to keep the brand alive online.
  • No broken parts: regular system checks to make sure booking and follow-ups never miss a beat.
  • Built for expansion: planning and adjusting systems so the business can step confidently into new territories.

Because real growth isn’t a one-time project it’s a partnership.


Reflection

Results

70%

less time on admin work

2x

conversion rate doubled

National

credibility and growth infrastructure.


Reflection

Why It Worked

At the end of the day, Banner & Shield didn’t just get a new logo or site. They got a business that works as hard as they do.

That’s the difference when brand, systems, and strategy all line up.

And it’s not unique to them, it’s the same transformation waiting for any home service business ready to take that first step.


Real Stories

Testimonials

From Stagnent to National

I never thought my business could look like this. Before, I was stuck doing everything myself. Now jobs come in, the site books ‘em, and I can actually focus on the work. It feels like a real business now.

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Owner

Bruce